Download Customer Reports
To download relevant Transaction data in a CSV format:
- Go to Customers > History > click on All Filtered Items or Just This Page.
Download either a single page with 10, 25, 50 or 100 rows or all filtered items based on one or more of the criteria below (including a full match of the filtered information):
- Full email
- Company Name
- Payment Service
Note: Reconciliation discrepancy Paydock uses ISO 4217 standards to truncate transactions in all currencies to 2 digits after the decimal, without any rounding, e.g.30.895 is truncated by us to 30.89.
Note: If the Download buttons are not working, allow pop-ups for Paydock's URL ( https://app-sandbox.paydock.com/ or https://app.paydock.com/ ) in the browser.